Strong AI demand and ongoing supply constraints from TSMC's CoWoS packaging and HBM memory shortages continue to support H100 rental rates in the $2.20–$3.15 per GPU-hour range for neo-cloud providers as of early August 2026, with hyperscalers commanding premiums near $7. Recent 1-year contract pricing rose roughly 40% from late-2025 lows before stabilizing, reflecting renewed hyperscaler reservations and limited spot availability. Blackwell B200 ramp-up in the second half of 2026 represents the key swing factor that could ease or intensify pressure on H100 pricing depending on transition speed and sustained large-language-model training demand. Traders monitor neo-cloud indices and lead-time reports for signals on whether rates breach recent highs or decline toward sub-$2 levels.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於↑ $3.50
60%
↑ $3.00
55%
↓ $2.25
61%
↓ $2.00
52%
↓ 1.50美元
48%
$6,189 交易量
↑ $3.50
60%
↑ $3.00
55%
↓ $2.25
61%
↓ $2.00
52%
↓ 1.50美元
48%
The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H100 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as the listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
市場開放時間: Jul 10, 2026, 10:21 AM ET
Resolver
0x65070BE91...The resolution source for this market is Ornnai.com (ornnai.com), specifically, the H100 Index chart data available at https://dashboard.ornnai.com. The daily values shown on the chart will be used for resolution. Daily data will be considered finalized once the following day’s data point is published.
This market will resolve as soon as the listed price is hit, or once the value for the specified end date is finalized. If not all relevant data has been finalized by the end of the 14th calendar date afterward (ET), this market will resolve based on the data available at that time.
Revisions made to previously published data points, before all relevant data points have been finalized, will be considered; however, they will not disqualify a previously published data point from resolving this market. Revisions made after all relevant data points have been finalized will not be considered.
Resolver
0x65070BE91...Strong AI demand and ongoing supply constraints from TSMC's CoWoS packaging and HBM memory shortages continue to support H100 rental rates in the $2.20–$3.15 per GPU-hour range for neo-cloud providers as of early August 2026, with hyperscalers commanding premiums near $7. Recent 1-year contract pricing rose roughly 40% from late-2025 lows before stabilizing, reflecting renewed hyperscaler reservations and limited spot availability. Blackwell B200 ramp-up in the second half of 2026 represents the key swing factor that could ease or intensify pressure on H100 pricing depending on transition speed and sustained large-language-model training demand. Traders monitor neo-cloud indices and lead-time reports for signals on whether rates breach recent highs or decline toward sub-$2 levels.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於

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